AIA
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Allied Investment Advisors’s MDU Resources MDU Stock Holding History

Allied Investment Advisors’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$477K Buy
22,501
+197
+0.9% +$4.29K 0.06% 75
2026
Q1 		$462K Hold
22,304
– – 0.07% 68
2025
Q4 		$435K Sell
22,304
-600
-3% -$11.8K 0.07% 68
2025
Q3 		$408K Buy
22,904
+835
+4% +$13.9K 0.06% 67
2025
Q2 		$368K Hold
22,069
– – 0.06% 66
2025
Q1 		$373K Sell
22,069
-135
-0.6% -$2.33K 0.07% 63
2024
Q4 		$400K Sell
22,204
-17,874
-45% -$314K 0.08% 58
2024
Q3 		$609K Hold
40,078
– – 0.12% 48
2024
Q2 		$557K Buy
+40,078
New +$553K 0.13% 46

Other funds holding MDU

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Allied Investment Advisors's MDU Position: Q2 2026 in Review

Allied Investment Advisors increased its MDU Resources (MDU) stake by 0.88% in Q2 2026, buying an estimated $4.29K and bringing the position to 22,501 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #75.

Allied Investment Advisors first reported a position in MDU in Q2 2024 and has held it in 9 quarters since. The position peaked at $609K in Q3 2024. 134 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Allied Investment Advisors held 22,501 shares of MDU Resources worth $477K as of Q2 2026.
  • Allied Investment Advisors bought 197 MDU Resources shares in Q2 2026, an estimated $4.29K.
  • MDU Resources made up 0.06% of Allied Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Allied Investment Advisors first reported a position in MDU Resources in Q2 2024 and has held it in 9 quarters since.
  • Allied Investment Advisors's MDU Resources position peaked at $609K in Q3 2024.
  • 134 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.